Latest / Money Talk: The Annex Wealth Management Show - SWFL

Sunday, February 6
Dave and Derek tackle the markets while other team members cover Discordant Retirement, Planning for Generation X, and Passion Assets. Plus, we’ll HEAR the Difference with an Annex client --- including his search for a retirement planning partner that contains a TWIST.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.